1M
6M
1Y
3Y
5Y
All
| NAV: 29 Apr 2025 | ₹1,068.49 |
| Min. SIP amount | ₹1,000 |
| Rating | 5 |
| Fund size | ₹1,723.33Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Debt Ultra Short Duration
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.9% | 7.2% | 6.0% | 6.9% |
| Category average | 7.2% | 6.5% | 5.5% | NA |
| Rank with in category | 11 | 8 | 13 | NA |
Understand terms
Peer Comparison
| Debt, Ultra Short Duration funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Sundaram Ultra Short Duration Fund Direct IDCW Monthly | 5 | 7.9% | 7.2% | 1,723.33 |
UTI Ultra Short Duration Fund Direct Flexi IDCW | 4 | 7.9% | 7.1% | 3,142.90 |
UTI Ultra Short Duration Fund Direct IDCW Monthly | 4 | 7.9% | 7.1% | 3,142.90 |
UTI Ultra Short Duration Fund Direct IDCW Fortnightly | 4 | 7.9% | 7.1% | 3,142.90 |
Nippon India Ultra Short Duration Fund Direct IDCW Monthly | 5 | NA | NA | 6,497.63 |
Holdings (56)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
SBICAP Securities Ltd. | Financial | CP | 4.28% |
Bharti Telecom Ltd. | Communication | Debenture | 4.08% |
REC Ltd. | Financial | Debenture | 3.20% |
Export-Import Bank Of India | Financial | CP | 2.87% |
Axis Bank Ltd. | Financial | CD | 2.87% |
HSBC InvestDirect Financial Services India Ltd. | Financial | CP | 2.86% |
Bank of India | Financial | CD | 2.86% |
LIC Housing Finance Ltd. | Financial | CP | 2.81% |
Union Bank of India | Financial | CD | 2.77% |
Indusind Bank Ltd. | Financial | CD | 2.76% |
Canara Bank | Financial | CD | 2.74% |
Indian Bank | Financial | CD | 2.73% |
Kotak Mahindra Bank Ltd. | Financial | CD | 2.73% |
Indusind Bank Ltd. | Financial | CD | 2.73% |
Punjab National Bank | Financial | CD | 2.71% |
ICICI Bank Ltd. | Financial | CD | 2.38% |
Reserve Bank of India | Financial | T-Bills | 2.30% |
Deutsche Investments (I) Pvt. Ltd. | Financial | CP | 2.25% |
PNB Housing Finance Ltd. | Financial | CP | 1.96% |
IDFC First Bank Ltd. | Financial | CD | 1.92% |
Canara Bank | Financial | CD | 1.91% |
Shriram Finance Ltd | Financial | Debenture | 1.75% |
National Bank For Agriculture & Rural Development | Financial | CD | 1.63% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 1.45% |
HDB Financial Services Ltd. | Financial | Debenture | 1.45% |
Reserve Bank of India | Financial | T-Bills | 1.44% |
National Bank For Agriculture & Rural Development | Financial | Debenture | 1.44% |
IDBI Bank Ltd. | Financial | CD | 1.43% |
IGH Holdings Pvt. Ltd. | Communication | CP | 1.43% |
Small Industries Devp. Bank of India Ltd. | Financial | CD | 1.43% |
Punjab National Bank | Financial | CD | 1.43% |
Canara Bank | Financial | CD | 1.43% |
Julius Baer Capital India Pvt Ltd. | Financial | CP | 1.43% |
Indusind Bank Ltd. | Financial | CD | 1.41% |
Axis Bank Ltd. | Financial | CD | 1.41% |
Indusind Bank Ltd. | Financial | CD | 1.39% |
Bank of India | Financial | CD | 1.38% |
The Federal Bank Ltd. | Financial | CD | 1.38% |
HDFC Bank Ltd. | Financial | CD | 1.38% |
Small Industries Devp. Bank of India Ltd. | Financial | CD | 1.38% |
Small Industries Devp. Bank of India Ltd. | Financial | CD | 1.37% |
LIC Housing Finance Ltd. | Financial | CP | 1.36% |
IDBI Bank Ltd. | Financial | CD | 1.36% |
National Bank For Agriculture & Rural Development | Financial | CD | 1.36% |
Canara Bank | Financial | CD | 1.36% |
Small Industries Devp. Bank of India Ltd. | Financial | CD | 1.36% |
Motilal Oswal Financial Services Ltd. | Financial | CP | 1.35% |
Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 1.16% |
Can Fin Homes Ltd. | Financial | FRB | 0.93% |
Muthoot Finance Ltd. | Financial | Debenture | 0.87% |
Embassy Office Parks REIT | Construction | Debenture | 0.87% |
HDB Financial Services Ltd. | Financial | NCD | 0.87% |
Export-Import Bank Of India | Financial | CP | 0.84% |
Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.58% |
ICICI Securities Ltd. | Financial | CP | 0.54% |
Small Industries Devp. Bank of India Ltd. | Financial | CP | 0.27% |
See All
Expense ratio, exit load and tax
Expense ratio: 0.24%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹1,000 |
Fund management
Dwijendra SrivastavaMay 2022 - PresentView details
Dwijendra Srivastava
May 2022 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Sandeep AgarwalJan 2022 - PresentView details
Sandeep Agarwal
Jan 2022 - Present
View details
Education
Mr. Agarwal is a B.Com (H) from University of Kota, Chartered Accountant and CS.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Deutsche AMC.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NAWebsite
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Ultra Short Duration Fund Direct IDCW Monthly
VS
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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